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In JPMorgan's 'war room', private banking meets cross-selling

Private bankers working with elite customers are encouraged to steer client assets into products that generate rich fees for the bank

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Published Sun, Feb 5, 2017 · 09:50 PM

    Washington

    SALESPEOPLE of all stripes know the drill. Go to the morning pump-up sessions. Hit the revenue targets. Move product or move along.

    The playbook for selling every-thing from phones to time shares also crops up in a rarefied environment - the Manhattan offices of JPMorgan Chase & Co's elite wealth management unit.

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